Tags » Asset Protection

Trading Alert : Leon Black’s Sell-Everything Call

When financier Leon Black said his Apollo Global Management LLC was exiting “everything that’s not nailed down” amid rising valuations, he made headlines. Two years later, other private-equity firms are following suit — dumping stakes into the markets at a record clip. 543 more words

Wealth Creation

Offshore Asset Protection For U.S. Citizens

Offshore Asset Protection

When it comes to the topic of offshore corporations, some people immediately think of illegal tax shelters, but that is not the case. 826 more words

Jack A. Bass

ELDER ABUSE: FINANCIAL EXPLOITATION FOR $797,000

Another case handled by Brian A. Raphan, P.C. was on the Cover Page of the New York Law Journal last week.

I was appointed as Special Referee by the Supreme Court of the State of New York to perform a forensic review of Nassau County attorney Martha Brosius’ handling of a senior citizen’s financial affairs.  393 more words

Elder Care

Become The Keeper Of Your Own Future - Here's Your Wealth Pathway

Thinking about taking action isn’t going to create wealth.

Reading this blog without taking action to create your International Business Corporation, using tax havens to reduce your tax burden – does not create wealth. 547 more words

Wealth Creation

Equity Trust and Self Directed IRA's - SEC Investigation

Equity Trust, a well know IRA custodian and marketer of self-directed IRAs at events across the country, was recently served with a cease and desist order by the US Securities and Exchange Commission (SEC).  1,509 more words

Asset Protection

Medicaid Planning: Planning Ahead Using Medicaid Irrevocable Trusts with Spendthrift Provisions

An excellent planning tool for those able to plan ahead of the five-year Medicaid look-back period is an Irrevocable Trust for Medicaid planning purposes, commonly known as the Medicaid Asset Protection Trust. 360 more words

Who Is Using Offshore Accounts and Corporations ? Client examples

Tax Haven Savings  – Contact Information

Are you finally taking the step to tax freedom by incorporation and banking in a low tax jurisdiction? and if not why not ? 939 more words

Jack A. Bass